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Showing 1 - 7 of 7 results
INDIANA TRUST
INDIANA TRUST
Mishawaka, Indiana
25-49 employees
Individual & Family Wealth. Qualified Retirement Plan Administration. Non-Profit Organizations & Foundations. Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust. • Investment Management • Financial Planning • Trust & Estate Administration • Estate Settlement • Individual Retirement Planning • IRA Rollovers • Qualified Retirement Plan / Employee Benefit Plan Administration • Non-Profit / Foundations / Endowment Services With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship. From generation to generation, we deliver legacies - built on trust. Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do. #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives #IndianaTrustWealthManagement #LegaciesBuiltOnTrust #TrustIsTheWayWeDoBusiness When you're ready to take the next step, talk with Indiana Trust.
Retirement Benefits Rank
Top Benefits
SCALP TRADE LLC
SCALP TRADE LLC
Chicago, Illinois
25-49 employees
ScalpTrade is one of Chicago’s premier trading firms and technology service providers. Founded in 2007, ScalpTrade leverages sophisticated proprietary technology to help the firm navigate and capitalize on opportunities in today’s capital markets.
Retirement Benefits Rank
Top Benefits
STRATEGIQ FINANCIAL GROUP, LLC
STRATEGIQ FINANCIAL GROUP, LLC
Merrillville, Indiana
1-24 employees
Passion is what drives us. Integrity is how we work. Your trust is what we earn. When you’re with StrategIQ, you’re with family - and we look out for family. We say this because this is how we think of our clients and how our clients think of us. Our team consists of knowledgeable, multi-disciplined professionals who have access to extensive resources, and provide objective, bottom-line solutions specific to you. Whether you are an individual or a business, StrategIQ takes a personalized, hands-on approach to managing and growing your wealth. At StrategIQ we listen. Understanding you, your financial goals and your aspirations, is how we develop tailored wealth strategies. Your personalized financial plan is your roadmap and it is built upon your unique set of facts, feelings and family or business goals. We actively implement, monitor, and revise your wealth management plan according to your goals. We judge our success based on your success. Over 25 years ago, several successful investment advisors joined forces to develop a financial services experience deliberately built from the ground up. Today, StrategIQ has an integrated team of specialist advisors that collaborate together and with our external professionals to help achieve the financial success of our clients. Our team continues to fulfill our founding principles of comprehensive planning, true teamwork, specialized knowledge and advice, commitment to continued education, and best of breed strategies. Our services are always provided to you ethically and with integrity. The Clients We Serve: Business Owners, Executives, Managers & Key Employees, Professionals, Corporate Retirement Plans and their Participants Investment advisory services are offered by StrategIQ® Financial Group, LLC, an investment adviser registered with the Securities and Exchange Commission.
Retirement Benefits Rank
Market Competitive
HAMMER FINANCIAL GROUP INC
HAMMER FINANCIAL GROUP INC
Schererville, Indiana
25-49 employees
Hammer Financial Group was established by a strategic alliance between HFG Trading Service Inc and Nanjing Tiechui Soft-Tech Inc. Hammer Financial Group aims to assist professional traders with a one-stop full-service trading solution.
Retirement Benefits Rank
Below Market
HARVEST FINANCIAL PLANNING, INC
HARVEST FINANCIAL PLANNING, INC
Munster, Indiana
1-24 employees
Harvest Wealth Partners is a financial services firm that strives to enable our clients to develop and implement a written financial plan in order to integrate their financial resources with their life goals. We believe in honesty and integrity and will do everything in our power to demonstrate that in a professional and excellent manner. Our commitment is to be Servant Leaders of our clients’ needs in an increasingly complex and challenging financial world. The term "Servant Leader" expresses our commitment to serve our clients by helping them develop a personal financial plan and by empowering them to make the best decisions for their financial future. We believe that we serve a greater calling and higher purpose than simply to effectively manage client relationships and financial plans. We are fallible and will make mistakes; however, at no time will a decision or recommendation be made that interferes with the best interest of those we serve. Securities offered through LPL Financial, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.hfpllc.com.
Retirement Benefits Rank
Market Leading
FAMILY FOCUSED FINANCIAL
FAMILY FOCUSED FINANCIAL
St. Joseph, Michigan
1-24 employees
➤ WHAT WE DO: We are like tour guides, showing people the shortcuts and landmines on their Successful Retirement journey. ➤ HOW WE DO IT: We walk beside you as you address 7 key areas (Legal, Tax, Investment, Income, Risk, Health & Legacy). Once complete, you experience peace of mind, knowing you have an efficient, organized, comprehensive, optimized plan for the future. Then you can: ✔Make great memories by doing the things you've always wanted to do. ✔Help the people and causes you really want to help. ➤ WHAT MAKES US DIFFERENT: ✔We don't just hand you a list of things to do. We walk beside you each step of the way. As people of faith, our responsibility is to help people make wise decisions as they safeguard their families and optimize their assets. ✔ Want To Learn More? ☏ 269.208.4237 ✉ [email protected]] https://famfocfinancial.com/
Retirement Benefits Rank
Market Competitive
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TOWNSTONE FINANCIAL INC.
TOWNSTONE FINANCIAL INC.
Chicago, Illinois
All Size Average employees
Townstone Financial is an outstanding mortgage firm serving the lending needs of real estate professionals, builders and individual home buyers. We have access to a full range of mortgage sources and are dedicated to finding the right loan--with the best rates, terms and costs--to meet our clients'​ unique needs. Townstone Financial also provides a powerful marketing platform that includes an extensive radio and internet presence. If your are a dedicated real estate professional or loan officer, take advantage of this platform by joining Townstone Financial as a dedicated referral partner or employee. Townstone Financial Inc. is a licensed mortgage broker/banker NMLS #136639.
Retirement Benefits Rank
Below Market